Cetera Advisor Networks’s US Treasury 2 Year Note ETF UTWO Stock Holding History

Cetera Advisor Networks’s Portfolio UTWO Stock Details UTWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$380K	Sell	7,900 -2,120	-21%	-$102K	﹤0.01%	2112
2023 Q4	$484K	Buy	10,020 +1,045	+12%	+$50.2K	﹤0.01%	1904
2023 Q3	$430K	Buy	8,975 +577	+7%	+$27.7K	﹤0.01%	1878
2023 Q2	$405K	Sell	8,398 -756	-8%	-$36.9K	﹤0.01%	1872
2023 Q1	$450K	Buy	+9,154	New	+$447K	﹤0.01%	1770

Other funds holding UTWO

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

BIG

Boothe Investment Group Dover, Delaware $317M AUM 23.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

EAM

Empirical Asset Management Wellesley, Massachusetts $444M AUM 40.6% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Cetera Advisor Networks's UTWO Position: Q1 2024 in Review

Cetera Advisor Networks reduced its US Treasury 2 Year Note ETF (UTWO) stake by 21% in Q1 2024, selling an estimated $102K and leaving 7,900 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #2112.

Cetera Advisor Networks first reported a position in UTWO in Q1 2023 and has held it in 5 quarters since. The position peaked at $484K in Q4 2023. 57 funds tracked by Wall St. Rank hold UTWO as of Q1 2024.

Cetera Advisor Networks held 7,900 shares of US Treasury 2 Year Note ETF worth $380K as of Q1 2024.
Cetera Advisor Networks sold 2,120 US Treasury 2 Year Note ETF shares in Q1 2024, an estimated $102K.
US Treasury 2 Year Note ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2112 holding.
Cetera Advisor Networks first reported a position in US Treasury 2 Year Note ETF in Q1 2023 and has held it in 5 quarters since.
Cetera Advisor Networks's US Treasury 2 Year Note ETF position peaked at $484K in Q4 2023.
57 funds tracked by Wall St. Rank held US Treasury 2 Year Note ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.